The Activity module of EdifyBiz helps an organization to keep track and manage the activities of its employees. To access the Activity module, click on Activity in the sidebar.

The Activity module comprises of the following 3 sections:

• Activity List
• Add New Activity Form
• Activity View

Activity List

The Activity List displays to the user the list of activites of different employees.
The user can see basic details of the activities.
The following columns can be viewed:

• Activity Number: This is a unique number that identifies an activity.
• Name of the executive
• Visit Date
• Location
• Purpose of the activity

The user can search for a specfic record using the search bar in the top right corner or vary the number of records per page using the dropdown in the top left corner.

Add New Activity

To add an new activity, press the Add New button in the top right corner of the list.

The user is now prompted to fill a form requesting for the details about the new activity to be added.
Fields marked with an asterisk(*) are required and can not be left empty.
After filling the details of the form, press the Save button to save the new activity.
To discard the changes and go back to the list, press the Cancel button.

Activity View

To open the activity view for a record, click on the the activity number corresponding to the required activity.

The Activity View displays all the entered details about an activity and provides tabs to add additional information such as attaching documents to an Activity.

Actions

The two actions a user can perform on an activity are Edit and Delete.

Edit

To edit the details of an activity, click on the Action button dropdown in the top right corner. After this, click on Edit.

The user is now prompted to make changes to the form displayed.
After making necessary changes to the activity, press the Save button to confirm the changes and Cancel to discard these changes and go back to the activity view.

Delete

To delete a record of an activity, click on the Action button dropdown in the top right corner. After this, click on Delete.

Tabs

The user can add additional information to an activity and keep track of it using the following four tabs:

• DMS
• Follow Up
• Minutes of Meeting
• Task

DMS

The user can attach additional documents to an activity using Edifybiz's DMS functionality.
To add a new document, the user can click on the Add Document button and refresh the list of added documents by clicking on the Refresh button.
The user can navigate through different folders in the Folders column.
The details of a document include the File Name, the Size of the File, the Date of Creation and the user who created the document.
The actions that can be taken on a document include:

• Download: To download the document.
• View Online: This opens the document in a new tab.
• View Version: Allows the user to view previous versions of the document.
• Update Document: Allows the user to revise or update a document.
• Delete: Enables the user to delete a document.
• Private Link: This generates a link to the document. This document is password protected.
• Public Document: This generates a link to the document which can be viewed by anyone who posseses the link.
• Tags: This enables the user to add a tag to the document.

These actions are enlisted in the actions column of the document list.

Follow Up

The user can create a followup and view previous followups in the tab. The user can add a Contact, Company Person and Product in the Follow Up.
To create a new follow up, the user can click on the Add New button and refresh the list of added follow ups by clicking on the Refresh button.

Minutes of Meeting

To add Minutes of Meeting to this activity and view the existing minutes, use the Minutes of Meeting tab.
To add a new MOM, click on the Add New button.

Task

The user can create a task and view existing tasks corresponding to an activity in this tab.
To create a new task, the user can click on the Create Task button and refresh the list of added tasks by clicking on the Refresh button.
To view additional details about a task, click on the title of a task. This directs the user to the task module.